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By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Gary Gensler thinks the cryptospace is the "Wild West". Crypto ETF applications moved to the Federal Register. SBF allegedly exposed his former girlfriend's diaries for all...

Deals are closing, and money is flowing... There is so much in the press; deals are up, layoffs, deals are down, and...

For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...

What if the CPI numbers are misleading? Skewered lower to make great headlines? Or move financial markets higher? Well, that seems to be the case. Let's take airfares.

By Robert Cruz | VP, Regulatory and Information Governance at Smarsh By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...

Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!